Motilal Oswal Business Cycle Fund-Reg(G)
Scheme Returns
2.12%
Category Returns
-7.08%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Motilal Oswal Business Cycle Fund-Reg(G) | 1.29 | 0.70 | 2.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.21 |
| Equity - Thematic Fund - Other | 19.11 | -8.11 | -7.08 | -3.81 | 29.72 | 15.01 | 22.11 | 19.33 | 17.51 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Motilal Oswal Asset Management Company Limited
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Fund
Motilal Oswal Mutual Fund
Snapshot
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Inception Date
27-Aug-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
78,330.67
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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Scheme Type
Open ended scheme
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Min. Investment
₹500
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Exit Load
1
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Latest NAV
11.6546
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Fund Manager
Mr. Ajay Khandelwal
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Fund Manager Profile
--
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Fund Information
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AMC
Motilal Oswal Asset Management Company Limited
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Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
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Phone
022 40548002
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Fax
022-22816161
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Email
amc@motilaloswal.com
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Website
http://www.motilaloswalmf.com/
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Coforge Limited | 10292.54 | 9.06 |
| Kalyan Jewellers India Limited | 9528.68 | 8.39 |
| Trent Limited | 9195.57 | 8.1 |
| Shaily Engineering Plastics Limited | 9077.4 | 7.99 |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 8760.15 | 7.71 |
| Jio Financial Services Limited | 8702.1 | 7.66 |
| Zomato Limited | 8461.25 | 7.45 |
| Polycab India Limited | 8100.5 | 7.13 |
| One 97 Communications Limited | 7589 | 6.68 |
| Bharti Airtel Limited | 7239.6 | 6.37 |
| Sky Gold Limited | 5877.38 | 5.17 |
| Healthcare Global Enterprises Limited | 4723.95 | 4.16 |
| Premier Energies Limited | 2758.59 | 2.43 |
| Mahindra & Mahindra Limited | 2728.55 | 2.4 |
| Collateralized Borrowing & Lending Obligation | 2400.78 | 2.11 |
| Waaree Energies Limited | 2022.47 | 1.78 |
| Bajaj Auto Limited | 1967.26 | 1.73 |
| Net Receivables / (Payables) | 1742.21 | 1.53 |
| Tata Elxsi Limited | 1205.44 | 1.06 |
| Bajaj Housing Finance Limited | 482.8 | 0.43 |
| Baazar Style Retail Ltd | 426.56 | 0.38 |
| Ecos India Mobility And Hospitality Ltd | 302.17 | 0.27 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| IT | 16.8% |
| Retailing | 15.92% |
| Diamond & Jewellery | 13.56% |
| Others | 10.02% |
| Electricals | 9.56% |
| Finance | 8.09% |
| Plastic Products | 7.99% |
| Chemicals | 7.71% |
| Healthcare | 4.16% |
| Automobile & Ancillaries | 4.13% |
| Capital Goods | 1.78% |
| Business Services | 0.27% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 681.73 | -4.93 | -3.99 | 5.69 | 48.25 | 23.92 |
| Invesco India PSU Equity Fund - Growth | 431.9 | -8.44 | -10.68 | -3.4 | 47.46 | 30.41 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | -7.62 | -1.92 | 7.65 | 41.27 | 20.95 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | -8.65 | -7.34 | 4.54 | 39.91 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | -7.57 | -6.07 | 0 | 36.62 | 24.11 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | -7.93 | -3.37 | 6.98 | 36.39 | 16.6 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | -4.77 | 0.07 | 16.48 | 35.1 | 0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | -4.95 | -2.05 | 8.25 | 34.12 | 14.43 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | -8.42 | -7.61 | 4.05 | 33.8 | 0 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | -6.47 | -7.75 | -0.79 | 32.26 | 22.08 |
Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 20055.68 | -3.09 | 4.66 | 24.34 | 57.34 | 31.9 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 18604.02 | -3.09 | 4.66 | 24.34 | 57.34 | 31.9 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 15940.06 | -3.09 | 4.66 | 24.34 | 57.34 | 31.9 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 14445.55 | -3.09 | 4.66 | 24.34 | 57.34 | 31.9 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 12627.68 | -3.09 | 4.66 | 24.34 | 57.34 | 31.9 |
| Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option | 12563.85 | -4.58 | 3.96 | 15.98 | 45 | 18.78 |
| Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option | 12023.89 | -4.58 | 3.96 | 15.98 | 45 | 18.78 |
| Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option | 11728.02 | -4.58 | 3.96 | 15.98 | 45 | 18.78 |
| Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option | 11466.13 | -4.58 | 3.96 | 15.98 | 45 | 18.78 |
| Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option | 11126.36 | -4.58 | 3.96 | 15.98 | 45 | 18.78 |